FundApp Platform

Fund administration & dealer management

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System Admin ADMIN
Dashboard
Overview
Financial Planning
Clients
New Business
Compliance
Settings
Dashboard
Platform Overview
Client Services
Financial PlanningNEW
Contacts / CRM
New Business
Fund Administration
Funds
Securities
Fund Accounting
Trade Processing
Bonds
GICs
Retirement Plans
Group Plans
RESP Plans
Sales & Pipeline
Sales Pipeline
Leads
Campaigns
Dealer Management
Dealers & Reps
Agreements
Commissions
Compliance
Compliance
Regulatory
Audit Trail
Approvals
Administration
Payroll
Admin Dashboard
Notifications
Reports
Bulk Operations
Settings
Calendar & Tasks

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